This article describes how to translate or customize the user-facing text in Zuora CPQ.

Salesforce Translation Workbench and Zuora CPQ

In Zuora Quotes and Zuora 360 the master/default values are in English, and out-of-the-box products do not need any customization or translation for English users. However, starting with Zuora Quotes version 5.100 (July 2013), you have an option to use the Salesforce Translation Workbench to translate or customize the text that users see in Zuora CPQ. This includes labels for page titles, buttons, error messages, etc. and object text in displayable field names and help text.

To See the Translation

In Salesforce, if user's personal language setting specifies a language and the text has a value for that language, then the translated value is displayed. Otherwise, Salesforce displays a master/default value or an overridden value if you have provided one.

To see translations that you enter in Translation Workbench, specify the desired Language in your personal settings.

Click Add to add English and any other language(s) that you will be using.

For each language that you intend to customize or translate:

Mark the language as Active.

Specify one or more translators who have a permission to enter the translations.

Click Save.

If you need additional details on configuring the Translation Workbench, refer to the Salesforce documentation.

Translate in the Salesforce UI

Translate and Customize Labels

Custom labels are used for page titles and other page text, some button labels, and error messages. For these items, Salesforce supports:

A default value

Optional translated values for multiple languages

To view and edit the existing custom labels used in Zuora CPQ:

Navigate to user name > Setup > Create > Custom Labels. A list of custom labels appears. Since you may have multiple applications in your org, you may see custom labels that are not related to Zuora CPQ.

Clicking on a Name you want to translate.

On the Custom Label page, click New Local Translations / Overrides.

On the New Translation page, select the language in the Language field.

In the Translation Text field, enter the translated text.

Click Save.

On the Translation Detail page, you see the new translation text you just entered.

Translate the RECORD_TYPE_MASTER Custom Label

For Zuora Quotes to work properly in the language settings other than English, you must translate a custom label, RECORD_TYPE_MASTER. The translated label must be exactly the same with the record type name that Salesforce provides in that language. The table below lists the translated label values in some of the supported language settings. Follow the steps described above to translate the label in your language setting.

Language

Label Translation

Portuguese

Mestre

Spanish

Principal

English

Master

German

Master

French

Principal

Italian

Principale

Japanese

マスタ

Swedish

Huvud

Korean

마스터

Chinese (Traditional)

主要

Chinese (Simplified)

主类型

Dutch

Hoofd

Danish

Overordnet

Finnish

Päätietue

Russian

Основная

Thai

หลัก

If the table above does not list your language setting, take the following steps to get the translated value in your language setting:

Execute the following code in the development console to get the translated value: System.debug('record types : ' + Contact.SObjectType.getDescribe().getRecordTypeInfosByName());

From the log details, get the correct translation value.

Follow the steps described above in this section to translate this label in your language setting.

Translate Object Field Labels and Help Text

Custom objects include field labels and help text that you may wish to localize or customize. For these items, Salesforce supports:

In the Object field, select the object that has the labels you wish to translate.

In the Aspect field, selectField Label or Help Text. This displays a list of the values that you can edit. Note that you can find information about the various Zuora CPQ custom objects at user name > Setup > Create > Objects.

To edit a value, double-click on that field in the table and enter the text.

Click Save.

Translate Using Translation Workbench Export and Import

As an alternative to translating text in the Salesforce UI, you can export a file of translatable text, translate it offline, and import it back into Salesforce in the desired new language. You can edit the export/import file in a text editor. For more detailed information, refer to the Salesforce documentation about Translation Workbench.